I have duplicate holdings at a different brokerage and wanted to consolidate them with those at Vanguard. I tried to initiate partial account transfer online at Vanguard. The first thing it asked was the other brokerage account username and password with a note that this information will be used by a third party to initiate the transfer but that Vanguard will not keep that information. I can trust Vanguard but not a third party I never did business with.
Has anybody transferred assets to Vanguard brokerage recently and what was your experience?
P.S.: I tried to reach their onboarding department by phone for the past two days and after an hour plus on the phone I received a voice mail one day and the other day it got disconnected.
I transferred assets from Vanguard to another brokerage a few clicks in a 1 minute. I thought Vanguard might have a similar, simpler process to receive assets.